Civic Intelligence

Melvin J and Harriet H Naser Charitable Trust

EIN 45-6243167 • Crystal River, FL

1205 N Meeting Tree BlvdCrystal River, FL 34429
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-27%

Higher net margin than 13% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$75,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-1.9%

Faster asset growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-7.8%

Faster revenue growth than 23% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,486,637

Down $180,984 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$9,486,637

Down $180,984 (-1.9%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Down

$689,936

Down $58,591 (-7.8%) from 2023

Expenses

Up

$874,100

Up $362,920 (+71%) from 2023

Net Income

Down

-$184,164

Down $421,511 (-178%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $3,854,568Liabilities 2012: $12012Assets 2013: $4,247,547Liabilities 2013: $0Net Assets 2013: $4,247,5472013Assets 2014: $4,384,377Liabilities 2014: $0Net Assets 2014: $4,384,3772014Assets 2015: $4,358,588Liabilities 2015: $02015Assets 2019: $4,644,007Liabilities 2019: $02019Assets 2020: $4,343,427Liabilities 2020: $0Net Assets 2020: $4,343,4272020Assets 2021: $6,084,795Liabilities 2021: $0Net Assets 2021: $6,084,7952021Assets 2022: $6,694,910Liabilities 2022: $0Net Assets 2022: $6,694,9102022Assets 2023: $9,667,621Liabilities 2023: $0Net Assets 2023: $9,667,6212023Assets 2024: $9,486,637Liabilities 2024: $0Net Assets 2024: $9,486,6372024

Highlighted filing

2024

Assets$9,486,637
Liabilities$0
Net Assets$9,486,637
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $4,005,249Expenses 2012: $150,681Net Income 2012: $3,854,5682012Revenue 2013: $841,738Expenses 2013: $387,991Net Income 2013: $453,7472013Revenue 2014: $382,197Expenses 2014: $245,367Net Income 2014: $136,8302014Revenue 2015: $314,861Expenses 2015: $335,428Net Income 2015: -$20,5672015Revenue 2019: $810,897Expenses 2019: $338,640Net Income 2019: $472,2572019Revenue 2020: $83,184Expenses 2020: $383,764Net Income 2020: -$300,5802020Revenue 2021: $2,241,143Expenses 2021: $499,775Net Income 2021: $1,741,3682021Revenue 2022: $1,163,303Expenses 2022: $553,188Net Income 2022: $610,1152022Revenue 2023: $748,527Expenses 2023: $511,180Net Income 2023: $237,3472023Revenue 2024: $689,936Expenses 2024: $874,100Net Income 2024: -$184,1642024

Highlighted filing

2024

Revenue$689,936
Expenses$874,100
Net Income-$184,164
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,486,637
Liabilities
$0
Net assets
$9,486,637
Revenue
$689,936
Expenses
$874,100
Net income
-$184,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.69$0.87$0.18
2023Detailed filing. Detailed filing data is available for this year.$9.67$0.00$9.67$0.75$0.51$0.24
2022Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$1.16$0.55$0.61
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$2.24$0.50$1.74
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.08$0.38$0.30
2019Summary only. Only limited summary data is available for this year.$4.64$0.00$0.81$0.34$0.47
2015Summary only. Only limited summary data is available for this year.$4.36$0.00$0.31$0.34$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.38$0.25$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.84$0.39$0.45
2012Summary only. Only limited summary data is available for this year.$3.85$0.00$4.01$0.15$3.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M VANNESS JRTrusteePT$75,000-$75,000
MARYBETH PULLUMTrusteePT$75,000-$75,000
Filing and Contact Details

Filer

Filer Name
Melvin J and Harriet H Naser
EIN
45-6243167
Phone
3527951444
Address
1205 N MEETING TREE BLVD, CRYSTAL RIVER, FL 34429

Signing Officer

Name
Thomas M Vanness Jr
Title
Trustee
Phone
3527951444
Signed
2025-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Howard Howard and Hodges
Address
720 RODEL COVE, LAKE MARY, FL 32746
Preparer
Dana R Mcbroom CPA
Phone
4073338110
Raw XML AppendixShowing 400 of 619 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARYBETH PULLUM
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THOMAS M VANNESS JR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE APPLICATION SHOULD BE SUBMITTED IN WRITTING WITH DOCUMENTATION FOR THE REQUEST AND VERIFICATION OF THE 501 (C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS M VANNESS JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03527951444
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JUDICIAL WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAMARITANS PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST JUDE'S CHILDRENS RESEARCH HOSP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GULF TO LAKE BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6LIBERTY COUNSEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YMCA OF THE SUNCOAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BOYS AND GIRLS CLUB OF CITRUS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9KEY TRAINING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GROVE CITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11TURNING POINT USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12HILLSDALE COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13STUDENTS FOR FAIR ADMISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14CONSERVATIVE PARTNERSHIP INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15FAMILY RESOURCE CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16PRAGER UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17HOUSE OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18CITRUS COUNTY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19ROCHESTER INSTITUTE OF TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt14NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt18NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt19NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE

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